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Pinnacle Wealth Management Group’s United Parcel Service UPS Stock Holding History

Pinnacle Wealth Management Group’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,570
Closed -$255K – 128
2025
Q4 		$255K Sell
2,570
-950
-27% -$88.9K 0.13% 107
2025
Q3 		$294K Sell
3,520
-1,260
-26% -$114K 0.15% 102
2025
Q2 		$482K Sell
4,780
-920
-16% -$90.5K 0.28% 63
2025
Q1 		$627K Sell
5,700
-3,448
-38% -$412K 0.44% 42
2024
Q4 		$1.15M Sell
9,148
-600
-6% -$79K 0.72% 35
2024
Q3 		$1.33M Sell
9,748
-1,681
-15% -$221K 0.84% 32
2024
Q2 		$1.56M Buy
11,429
+56
+0.5% +$8.02K 1.06% 25
2024
Q1 		$1.69M Sell
11,373
-145
-1% -$22K 1.26% 24
2023
Q4 		$1.81M Sell
11,518
-1,150
-9% -$174K 1.49% 23
2023
Q3 		$1.97M Sell
12,668
-130
-1% -$22.4K 1.8% 17
2023
Q2 		$2.29M Sell
12,798
-550
-4% -$97.7K 2% 14
2023
Q1 		$2.59M Sell
13,348
-100
-0.7% -$18.3K 2.24% 11
2022
Q4 		$2.34M Sell
13,448
-390
-3% -$67.5K 2.07% 11
2022
Q3 		$2.23M Sell
13,838
-397
-3% -$75.2K 1.97% 12
2022
Q2 		$2.6M Sell
14,235
-543
-4% -$99K 2.17% 9
2022
Q1 		$3.17M Sell
14,778
-482
-3% -$102K 2.38% 9
2021
Q4 		$3.27M Sell
15,260
-385
-2% -$78.3K 2.42% 9
2021
Q3 		$2.85M Sell
15,645
-295
-2% -$58.2K 2.14% 13
2021
Q2 		$3.31M Buy
+15,940
New +$3.19M 2.42% 10

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Management Group's UPS Position: Q1 2026 in Review

Pinnacle Wealth Management Group sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 2,570 shares — an estimated $255K sold.

Pinnacle Wealth Management Group first reported a position in UPS in Q2 2021 and held it in 19 quarters. The position peaked at $3.31M in Q2 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Pinnacle Wealth Management Group reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 2,570 United Parcel Service shares in Q1 2026, an estimated $255K.
  • Pinnacle Wealth Management Group first reported a position in United Parcel Service in Q2 2021 and held it in 19 quarters.
  • Pinnacle Wealth Management Group's United Parcel Service position peaked at $3.31M in Q2 2021.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2026, filed 14 Apr 2026.